Finance Consultant Jobs in Sharon, MA

A Global Investment Management firm is currently seeking to hire its first lawyer based in the United States who will play a pivotal role in assisting with the build-out of the firm's North American legal presence. This Counsel will work directly with the Head of Legal and must have a strong background in private and alternative investment funds across various asset classes, including private equity, private debt funds, hedge funds, and managed accounts. This is a key growth hire for the firm and an exciting opportunity to be involved with a rapidly expanding business. Qualifications: JD from a top law school 3+ years of experience at a top law firm with a strong focus on private and alternative investment funds; in-house experience preferred Experience drafting and negotiating a wide variety of private markets fund documentation, including term sheets, PPMs, LPAs, subscription agreements, etc... Please apply if you find this ad relevant to your experience and skills.

The Opportunity Unlike others in the industry Bleakley Financial Group truly focuses on their client's best interest. We are hiring a Financial Planner that will offer top services to support Bleakley's Wealth Advisor and his/her clients. Location, On-Site: Burlington, MA Title: Financial Planner As an integral part of Bleakley Financial Group, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more. Responsibilities: Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create investment and financial plans by utilizing financial planning software. Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions. Serve as first points for clients and actively participate in client and prospective client meetings. Manage Advisor's calendar and coordinate client prep work ensuring research and data gathering is complete and timely. Manages time and resources efficiently and effectively to bring compounding value and excellence to clients. Translate clients' investment goals into meaningful business opportunities. Follow risk management practices by adhering to the company's policies and procedures. Complete ad hoc projects as needed as per direction of the Wealth Advisor. Required Qualifications: Bachelor's Degree preferably in Finance. CFP a plus. Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines. Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals. Long-term investment mindset geared toward meeting client/investor expectations. Analytical thinker with ability to adapt quickly to a high growth, fast paced environment. Outstanding presentation skills and strong mindfulness to details. Licenses/Certifications, Required: Series 6, 63 or 7. Life & Health Insurance preferred or will be required to obtain within first 90 days of employment. Right to Revise: This is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Are you interested in joining a small and growing, nimble and effective conservation organization with great people? We have done all the hard work of converting the finance function from a paper-based system using antiquated software to one that is fully electronic and secure. We are on NetSuite and have a stellar team of three professionals who drive the smooth functioning of our organization. We have had part-time CFOs during this transition, and now know we need a full-time Vice President (VP) of Finance to partner with the President to take our organization to the next level. This hands-on strategic advisory position will lead the organization in budgeting, reporting, and auditing. The VP of Finance provides analysis to inform decision-making for the President, Board of Directors, and the leadership team. This person must be willing to dig into NetSuite to analyze trends, run the budgeting process for the organization, and most of all exhibit an ability to think strategically, and be a thought partner with the President. The VP of Finance will work with senior leadership to produce annual budgets and quarterly forecasts, communicate financial information throughout the organization, including the Trustee finance committee, work with the Trustee investment committee to ensure Manomet's financial advisors perform according to expectations, and ensure outstanding financial processes and procedures. Success will be measured by enhancing staff and board confidence through timely, precise financial reporting and analysis supporting Manomet's conservation programs. Additionally, as an experienced financial leader focused on governance best practices, the VP of Finance provides strategic insights, unlocking growth and capacity for the institution and shaping fiscal management and decision-making for a highly respected and fast-growing conservation organization. This position is located in Plymouth, MA with a hybrid work arrangement possible. ABOUT MANOMET: Manomet is a 501(c)(3) organization that empowers stakeholders through science and works with partners to make a world where ecosystems and human communities thrive. Since Manomet's beginnings as a bird banding operation in 1969, its science and research have expanded to focus on ecosystem management and resilience, shorebird conservation, and educating tomorrow's leaders about the importance of the natural world. Workplace diversity, science, and climate change are the fundamental principles driving Manomet's work today. ESSENTIAL JOB FUNCTIONS · Strategic Leadership Key Responsibilities: · Develop financials reports for the Board and recommend enhanced financial reporting structures for efficiency and accuracy · Review cost allocation across the organization and determine if adjustments should be made to position Manomet in a more competitive light. · Review fringe and indirect cost allocation and treatment across the organization and ensure procedures are optimized. · Work with the President to understand the system of endowment allocation and recommend adjustments. · Lead and manage the finance team and improve, where necessary, the finance team culture to drive employee growth. · Review financial policies and procedures annually and develop new ones as needed. Perform tasks as directed by the President · Financial Planning and Analysis: · Obtain working knowledge of NetSuite to understand account structure, reporting capabilities and transaction processing. · Partner with program VPs to develop annual budget forecasts and monitor actual performance vs. budget · Review budget projections quarterly across the organization · Lead organization-wide financial planning and analysis resulting in accurate and timely budgets and forecasts · Present financial reports at finance committee and board meetings to prompt informed organizational governance · Identify process and operational improvement opportunities through financial analysis · Make recommendations for financial systems and reporting tools that improve efficiency · Institute rolling forecasts to monitor progress towards budget targets · Calculate monthly financial forecasts to project cash flow needs proactively · Oversee investment statements and work with the investment committee to ensure goals are being met by financial managers. · Prepare a financial plan to determine how the organization should pay for a major capital project at HQ to begin around 2026. · Prepare loan requests for HQ capital project if financing is needed · Financial Reporting and Controls: · Review and refine the process for major capital decisions, including precise project evaluation criteria. · Review and provide oversight on contract/grant management and reporting including approving grant budgets, reviewing restricted funding releases and billing aligned to grant calendars and deadlines · Set key performance indicators (KPIs) and manage/develop accounting team members to improve timeliness and accuracy · Coach accounting staff on technical skills and best practices to enhance individual development as needed · Deliver accurate, clearly presented financial reporting to leadership and external stakeholders · Manage audits, ensuring financial records meet accounting standards and identify areas for improvement · Prepare and submit timely filings to maintain budgetary compliance and good standing · Refine processes for monthly financial closes that reduce days to completion · Ensure cash accounts are reconciled, and development and program records are reconciled with financial records · Deliver reports to the President monthly to enhance visibility into budget vs actuals. · Oversee cash management and other treasury functions PREPARATION, KNOWLEDGE, SKILLS & ABILITIES · Master's degree in relevant field of study/MBA preferred. · Minimum of 15 years of experience in the financial industry; non-profit experience preferred. · Experience managing an endowment strongly preferred · Experience with investment portfolio strongly preferred · Knowledge of principles and practices of public and contract administration, including contractual agreements, budgeting, contract administration, and fiscal management · Strong communicator, able to effectively partner with others to ensure the Planning and Reporting team is meeting the needs of the organization · Demonstrated experience creating and streamlining financial reporting, which has resulted in increased efficiency and the availability of useful financial information for organizational decision-making · Strong acumen in maintaining accurate financial records and preparing clear and accurate reports for operational use · 10 years of experience in a leadership position within a $5M+ organization. · Must have a reliable method of transportation and a valid driver's license. · Must successfully pass a background check. WORKING CONDITIONS/PHYSICAL DEMANDS · Some travel may be required. Travel is reimbursed. · Normal office business environment. · Close work (paperwork, visual examination). · Occasionally walking up and down stairs, standing, and bending. · Ability to sit at a computer for long periods. · Hybrid remote work is possible. SALARY RANGE: $140,000 - $185,000 Compensation commensurate with experience. Manomet offers excellent benefits including health insurance, dental, 403b match, life insurance, and several other benefits. HOW TO APPLY: Please email a resume and cover letter to **************** by March 25 th , 2025; Please reference the job title in the subject line. The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required. External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis. Manomet provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Associate Financial Advisor Are you looking to grow professionally and be part of a successful advisory team? Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to help clients as they prepare for retirement without having to focus on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Team! The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service, as well as resolving client inquiries. This position is based in our Needham, MA office and the candidate must be able to travel weekdays to our other Massachusetts neighborhood offices to meet with clients for their convenience. This Associate Advisor will have the opportunity to help grow our office. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service in always putting clients first. Minimum Requirements · College degree preferred · 2+years of financial services experience with an emphasis on sales · Series 65 or Series 7 & 66 · Strong organizational, interpersonal & management skills · Strong mathematical and analytical skills · Excellent verbal and written communication skills · Ability to work in a fast-paced, evolving environment Position Responsibilities • Develop, manage and retain strong client relationships · Prepare, present and implement customized financial plans • Provide holistic financial planning advice to include investment, insurance & retirement · Attend and present at evening educational workshops for retiree prospects

An established private equity firm is seeking an Investor Relations Associate to join their team. This individual will be based in Boston and is tasked with supporting a diverse team of investor relations professionals in their daily efforts to maintain and expand the firm's AUM. Responsibilities: Draft responses to RFPs and DDQs from existing or prospective investors. Update marketing materials to assist client officers with successfully securing new funding for the firm's numerous strategies. Maintain the team's investor pipeline, researching investors and keeping track of investor communications. Perform market and competitor research. Respond to ad hoc internal and external inquiries. Requirements: Bachelor's degree 2 years of experience 1-3 years of experience in financial services, investment management, or investment banking.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience • Build personalized, holistic financial plans tailored to every client's unique needs • Manage your client's financial plans to help them achieve their goals • Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1: o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) • Additional income structure to support training and early development • Renewal income earned for continued client support and policy management • Bonus programs and expense allowances • Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more • Certified Financial Planner licensing support2 • Fully company-funded retirement package and pension plan • Competitive and comprehensive medical, vision, and dental plans • Life Insurance and Disability Income Insurance • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor's degree • Entrepreneurial ambitions to be a business owner • History of success in relationship-building or client-facing roles • Excellent time-management skills • Desire for continuous learning and collaboration • Proficient critical thinking skills • Strong communicator • Strong sense of motivation and drive • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4 • Unsurpassed financial strength with total company assets of $366 billion5 • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management • Fortune 500 company (June 2024) • Forbes' Best Employers for Diversity (2023) • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) • 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

The Brockton Visiting Nurse Association (BVNA) seeks a dynamic Vice President - Finance. Brockton VNA is a progressive, community-based organization that is helping to redefine the role of health care at home in our region. Located in Brockton, Massachusetts with 160 employees and serving 30 surrounding communities, we are one of the largest freestanding visiting nurse associations in the Commonwealth of Massachusetts. As an independent, non-profit organization, and a champion in providing home health and hospice services, we have transformed the lives of our patients since our inception in 1904. SUMMARY: We are seeking a Vice President of Finance to join our team at Brockton Visiting Nurse Association. This pivotal role will oversee all financial operations, ensuring the integrity of financial reporting while supporting our mission to deliver exceptional care in our communities. POSITION SUMMARY: Plans, organizes, and directs the Finance Department of the Agency. Coordinates financial plans with Agency objectives and requirements; reports the financial condition of the Agency to Senior Management and the Board of Directors. Participates as a member of Senior Management team in setting goals, objectives and development of strategies. Adheres to all Agency policies including but not limited to the Confidentiality Agreement, Personnel Policies, and Finance Department Policies. SUPERVISORY RESPONSIBILITIES: · Directly supervises the Accounting Manager and the Revenue Manager. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems. QUALIFICATION REQUIREMENTS: · To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Bachelor's Degree in Accounting or Finance required; Master's Degree in Accounting, Finance, Business Administration, Health Care Administration or equivalent preferred. · Requires five to ten years of progressive healthcare finance experience; home care experience preferred. · Thorough knowledge of accounting principles, cost accounting principles, PPS, episodic payment, Medicare/Medicaid patient billing and cost reporting, financial systems analysis, and budgetary analysis and control. · Self-starting, well organized, positive and outgoing. · Strong writing, team building and presentation skills. · Ability to motivate Managers and Staff. · Ability to think and act strategically and creatively. · Commitment to the mission and work of the Brockton VNA. · Adheres to all Agency policies, including but not limited to the Confidentiality Agreement, Personnel Policies and Finance Department Policies. · Excellent communication and interpersonal skills; the ability to establish professional relationships and to communicate effectively with staff, patients, families, co-workers, and others he/she interacts with in the course of job performance. · Team player. If you are a strategic thinker with a passion for finance and healthcare, we invite you to apply for the Vice President of Finance position at Brockton Visiting Nurse Association. Join us in making a difference in our community! Please reference our website at ******************* for a complete job description. We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by federal, state, or local law. Principles Only

We are an established wealth management firm based in Marblehead, specializing in financial planning and legacy planning for high-income earners, high-net-worth individuals, and their families. We believe in the planning process and creating an in-depth, comprehensive, and uniquely tailored plan for every client that we touch. We pride ourselves on providing white glove service to our clients and incorporating care into every service we offer. Our team is small, committed, and highly collaborative. We support one another and all genuinely like each other. Additionally, our dedication to and support of our community is something we are incredibly proud of. Our firm is growing, and we are now seeking our next Financial Planner. In this role, you will develop and nurture long term relationships with clients, manage client relationships, and provide advanced financial planning and investment solutions. You will engage with prospective clients identified through our leads system and by expanding your personal network to generate new business opportunities and referrals. You will support the discovery and onboarding process with prospective and new clients, prepare for and participate in client meetings, take notes, follow up on any action items, and take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients' technical questions for the client set you are managing and support other members of the advisory team in these areas. You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-income earners and high-net-worth clients. You have a high degree of empathy, and people trust you easily because you are genuine, authentic, and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail and are an extraordinary communicator. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. Responsibilities Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience Prepare agendas for client meetings and ensure timely completion of post-meeting action items Complete financial planning analyses and wealth management activities; ensure client assets are invested in alignment with their risk tolerance and goals Gather data from clients and analyze their current financial situation; strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation Collaborate with the team to deliver prompt and thorough client service Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions Develop relationships with Centers of Influence to obtain potential client referrals Actively drive new business and attract new clients to the firm Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business Maintain accurate records of client interactions and information in the CRM system Represent the firm in a positive and professional manner Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures Qualifications Bachelor's degree, preferably in finance, financial planning, or a related field required CFP designation required 3-5 years of progressive client-facing experience in investment management, wealth management, or financial planning with demonstrated ability to develop and manage plans and client relationships at many levels Experience working with various custodial platforms (Schwab, Fidelity, etc.) Familiarity with Wealthbox CRM, eMoney, Holistiplan, or similar software preferred Proficient in Excel, PowerPoint, and Outlook A genuine interest in serving and caring for clients Subject matter expert in financial planning and complex client cases Excellent verbal, written, presentation, listening, and interpersonal communication skills Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems Must be organized, detail-oriented and able to manage and prioritize tasks

Your New Company This opportunity is to work for a hyper-growth company in the beauty and wellness industry that's revolutionizing a $10BN+ market. They have carved out a unique position in the market with their innovative approach, superior services, and cutting-edge technology. They've grown to over $30M in annual revenue and are forecasting significant growth with imminent plans to expand throughout the US. They are well-capitalized, having secured financing from top-tier investors to support their exciting growth trajectory. They are now looking for a Finance Leader who will report directly to the high-profile CEO, who has previously executed two substantial exits. You will also have the opportunity to work alongside their world-class board, consisting of some of the best in the industry. Your New Role They are seeking an experienced Sr Director or VP Finance to join their leadership team. You will oversee a strong team of four already in place. Responsibilities: Manage P&L, cash flow, and balance sheet reporting. Oversee financial operations, tax filings, month-end close, and annual audits. Establish and enforce best practice compliance, mitigate risk, and protect the organization from liability. Lead budgeting, forecasting, and financial planning processes across all locations. Provide data-driven insights to support key business decisions, including scenario analysis and risk assessment. Identify financial trends and opportunities to improve profitability and operational efficiency. Develop and maintain the company's operating model. Analyze financial and KPI performance, delivering strategic insights to founders and senior leadership. Work cross-functionally with the leadership team to evaluate the ROI and feasibility of new initiatives. Qualifications: 7-12 years of progressive financial leadership experience, ideally in a fast-growth, consumer-focused startup. Proven track record of scaling financial operations and implementing effective systems. Strong FP&A experience, including budgeting, forecasting, and financial modeling. Bachelor's degree in finance, Accounting, or Business. CPA preferred but not essential. Multi-site location experience is a plus. Strong emotional intelligence, organizational skills, and attention to detail. Ability to excel in a fast-paced environment, manage priorities, and meet deadlines. Exceptional communication skills with the ability to influence and collaborate across all levels of the organization. This is an exciting time to join the company as they are poised for rapid expansion and innovation. If you are interested in learning more about this opportunity, please apply confidentially.

Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.! Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities. Our Common Bonds: Community Support Quality Family Life Financial Security Do you want to: Grow professionally and as a person? Be in a leadership role? Help others and initiate change? Feel accomplished and appreciated? Are you willing to: Think Outside the Box? Face Rejection? Find the Balance between Work, Study, and Play? Take Your Life and Career into Your OWN HANDS? Do you possess: An Entrepreneurial Mindset? Community Spirit? Mad Communication Skills? Problem Solving Abilities? If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET: Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents. Intensive, and Extensive Hands-On Training A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything A 401(k) which we match starting on DAY 1 Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives MUST HAVE TWO YEARS FULL TIME WORK EXPERIENCE. MUST BE U.S. CITIZEN OR PERMANENT RESIDENT. Learn More About Us Here

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 5+ years of financial services experience with an emphasis on sales Life and Health Licensed required Series 65 preferred Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Hours: 8:30am-4:30pm M-F Some evenings required for client events Salary: $65,000-$70,000 Benefits: Health insurance PTO Bonuses based on performance Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

VACO Boston has partnered with a Historical Financial Services Firm in Boston, MA who is looking for an entry level candidate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $24/hr. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Boston, MA 6 Months Finance Associate is responsible for performing specialized operational securities processing activities in support of the firm's business lines. This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation. Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the “big picture” and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel. • Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents • Input information into Corporate Action platform for Income and Mandatory Actions • Identify complex events and communicate to team members. • Processing of Class Action suits • Process client instructions through manual entry into the Corporate Actions platform. • Process agent confirmations through the Corporate Actions platform for communication to clients. • Written and verbal communication of uninstructed positions to clients on a daily basis. • Processing of client account profile requests for Corporate Actions. • Manual entry of payments into the Corporate Actions platform. • Balancing and reconciling of positions related to corporate action activity. • Reconciliation of receivables and payables to ensure accurate client cash projections. • Communication of uninstructed positions via phone call to clients. • Communicate as part of a team to ensure superior client service. • Participate in client presentations or calls. • Identify problem items. • Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner. BA/BS degree or equivalent work experience. Demonstrated PC skills. Ability to identify, escalate and resolve a problem. Ability to communicate professionally through effective verbal and written skills. Ability to manage time efficiently and effectively. Organizational skills and detail-oriented. Ability to multi-task. Ability to work in a team environment. Ability to process transactions timely and accurately Ability to meet deadlines and work under pressure. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Ajay Singh Email Address: ***************************** Job ID: 25-32331

Our client is a boutique financial economics consulting firm which provides a variety of services including but not limited to financial and economic analysis, research services, expert witness testimony, and consulting/advisory services. They seek a Financial Analyst to support the continued growth of their client base and work across an exciting, and thought-provoking project pipeline, with a focus in the securities litigation space. As a Financial Analyst, you'll work and communicate closely with the team conducting analyses, writing reports, critiquing work of opposing parties predominantly in the securities litigation space. Must know the language of finance and the financial marketplace. Bloomberg and/or Capital IQ competence would be a good signal that you have the toolset to succeed. The team is comprised of professionals acclaimed by the legal and academic communities and employs a collaborative approach in which Ph.D., MBA and analysts collaborate to produce deliverables of the highest quality. This is a highly visible role within a tight-knit environment; hard work, initiative and attention to detail are highly recognized and rewarded. Projects are also constantly changing from one case to the next. No day or week is exactly the same. Compensation will be commensurate with experience. We'd like to speak with you if you have: An MBA or masters in finance preferred. 5 years experience working for a forensic finance consulting firm would be ideal. Experience working with and handling large data sets Experience with Bloomberg and/or Capital IQ. Strong attention and accountability to detail are required. Strong verbal and written communication skills are needed. Securities litigation experience NOT required.

Senior Financial Analyst - FP&A | Supply Chain & Manufacturing | Hybrid (3 Days On-Site) We are seeking a Senior Financial Analyst with a strong background in FP&A, supply chain, and manufacturing to join our team. This hybrid role (3 days on-site) offers an exciting opportunity to drive financial insights, support strategic decision-making, and collaborate cross-functionally in a dynamic environment. Key Responsibilities: Conduct financial planning, forecasting, and variance analysis to support business objectives. Partner with supply chain and manufacturing teams to optimize costs and improve operational efficiency. Develop and maintain financial models to analyze business performance and key drivers. Support budgeting and long-range planning processes, providing data-driven insights. Prepare monthly and quarterly financial reports, ensuring accuracy and timeliness. Identify opportunities for process improvements and automation within FP&A and operations. Collaborate with leadership on strategic initiatives and financial decision-making. Qualifications: 4+ years of FP&A experience, preferably within supply chain and manufacturing environments. Strong proficiency in financial modeling, forecasting, and variance analysis. Experience working with ERP systems and advanced Excel skills (Power BI a plus). Excellent communication and business partnering skills with cross-functional teams. Ability to work in a hybrid environment (3 days on-site per week).

What Working at Hexaware offers: Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed. Hexaware provides access to a vast array of tools that enhance, revolutionize, and advance professional profile. We complete the circle with excellent growth opportunities, chances to collaborate with highly visible customers, chances to work alongside bright brains, and the perfect work-life balance. With an ever-expanding portfolio of capabilities, we delve deep into and identify the source of our motivation. Although technology is at the core of our solutions, it is still the people and their passion that fuel Hexaware's commitment towards creating smiles. “At Hexaware we encourage to challenge oneself to achieve full potential and propel growth. We trust and empower to disrupt the status quo and innovate for a better future. We encourage an open and inspiring culture that fosters learning and brings talented, passionate, and caring people together.” We are always interested in, and want to support, the professional and personal you. We offer a wide array of programs to help expand skills and supercharge careers. We help discover passion-the driving force that makes one smile and innovate, create, and make a difference every day. The Hexaware Advantage: Your Workplace Benefits Excellent Health benefits with low-cost employee premium. Wide range of voluntary benefits such as Legal, Identity theft and Critical Care Coverage Unlimited training and upskilling opportunities through Udemy and Hexavarsity Role: Blockchain Data Engineer Location: Boston, MA Work Mode: Hybrid Salary Range: $120K - $130K Job Description • Develop data pipelines to process and analyze Ethereum blockchain data (on-chain & off-chain). • Work with Ethereum node APIs, smart contracts, and transaction data for real-time and batch processing. • Leverage AWS services (S3, Glue, Redshift, DynamoDB, Lambda) to build scalable infrastructure. • Optimize data storage, indexing, and retrieval for blockchain analytics. • Proficiency in SQL, Python, Spark, and Kafka for data engineering. • Strong understanding of Web3, DeFi protocols, and smart contract interactions. • Implement event-driven architectures for blockchain data • Ensure data security, governance, and compliance best practices. • Experience with decentralized applications (dApps) and Layer 2 solutions is a plus. • Passion for blockchain technology and solving complex data challenges. Privacy Statement: The information you provide will be used in accordance with the terms of our Privacy Policy and will be used specifically for the business/processing purpose of the event. You should be aware that we may share your details with our approved vendors for this event to be handled successfully.

Must Have Technical/Functional Skills Experience in creating and maintaining interactive dashboards and reports using Spotfire. Experience in Analyzing data, identifying trends, and translating insights into effective visualizations. Data integration and visualization experience. Must have a strong understanding of the design, development , deployment and administration of business intelligence systems and large scale data warehouses using BI tools and commercial database platforms like Oracle, SQL Server and Teradata. Roles & Responsibilities Ability to transform business level requirements to efficient dashboards and visualizations • Create and managedata warehouse design patterns, designs, standards, and templates • Identify problems, develop ideas and propose solutions within differing situations requiring analytical, evaluative or constructive thinking in daily work and for assigned programs and projects • Hands-on development using Tibco Spotfire to create dashboards & reports and use as standard templates • Define and implement BI management procedures • Design and implement BI metadata and data dictionary design and standards • Define and manage schema objects for Tibco Spotfire projects • Document systems through object models, data definitions and naming conventions • Ability to write reports, documentation and speak effectively before groups of business and IT personnel • Deliver projects/work on time, on budget, in a way that client goals are accomplished

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills

We are seeking recent graduates in Finance or Accounting who are eager to pursue a career in the financial industry. The role involves proactively responding to client and internal inquiries, coordinating with internal teams to resolve issues, and analyzing inquiry trends to improve processes. Responsibilities: Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary Research, identify and escalate internal issues that may impact client servicing Work effectively with internal departments to support client requests, deliverables and issue resolution Analyze inquiry trends and determine if training is required to help either reduce or automate. Meet with your client contacts regularly to review pending items. Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR Prepare agendas, minutes and coordination of the meetings, and review with your manager. Meet with your manager and peers regularly to share insights and communicate to senior management when necessary. Technology Management & Effectiveness Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary. Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention. Relationship Building & Networking Collaborate with internal teams to share insights and improve the client experience. Understand your client's organizational chart to ensure you contact appropriate members to review items. Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities Risk & Control Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information. Pay attention to detail and contacts sent in emails. Qualifications: BA or Equivalent Ability to communicate effectively with both verbal and written skills Ability to learn and adapt to new technologies and systems Strong analytical and problem-solving skills Language skills commensurate with office location and client relationships supported Comprehensive working knowledge of Microsoft Office Products About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Sapna Singh Email: ****************************** Job ID: 25-32572